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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 27 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FLTW Franklin LibertyShares ETFs/US 5,797.0 $353K 0.01% NEW $60.89 +42.5%
522 APA APA CORP Energy 14,382.0 $352K 0.01% NEW $24.48 +64.0%
523 AKAM AKAMAI TECHNOLOG Technology 4,037.0 $352K 0.01% NEW $87.19 +62.1%
524 COMERICA INC 4,050.0 $352K 0.01% NEW $86.91
525 NRG NRG ENERGY Utilities 2,189.0 $349K 0.01% NEW $159.43 -21.3%
526 WAB WABTEC CORP Industrials 1,620.0 $346K 0.01% NEW $213.58 +21.8%
527 LKFN LAKELAND FINL Financial Services 6,052.0 $345K 0.01% NEW $57.01 +1.5%
528 FOXA FOX CORP - A Communication Services 4,716.0 $345K 0.01% NEW $73.16 -10.0%
529 DVN DEVON ENERGY CO Energy 9,390.0 $344K 0.01% NEW $36.63 +35.6%
530 ITA iShares ETFs/USA 1,597.0 $343K 0.01% NEW $214.78 +1.6%
531 VRSN VERISIGN INC Technology 1,403.0 $341K 0.01% NEW $243.05 +25.6%
532 PHM PULTEGROUP INC Consumer Cyclical 2,897.0 $340K 0.01% NEW $117.36 -4.8%
533 WTRG ESSENTIAL UTILIT Utilities 8,864.0 $340K 0.01% NEW $38.36 -2.9%
534 DLTR DOLLAR TREE INC Consumer Defensive 2,756.0 $339K 0.01% NEW $123.00 -25.8%
535 CBRE CBRE GROUP INC-A Real Estate 2,102.0 $338K 0.01% NEW $160.80 -20.3%
536 VTR VENTAS INC Real Estate 4,346.0 $336K 0.01% NEW $77.31 +14.0%
537 FXO First Trust ETFs/USA 5,548.0 $335K 0.01% NEW $60.38 -3.0%
538 IYZ iShares ETFs/USA 9,876.0 $335K 0.01% NEW $33.92 +26.3%
539 NUMV Nushares ETF Trust 8,561.0 $335K 0.01% NEW $39.13 +5.2%
540 KEYS KEYSIGHT TEC Technology 1,649.0 $335K 0.01% NEW $203.15 +67.6%
Page 27 of 76  ·  1,517 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%